Grove Bank & Trust Purchases in Q1 2025

Grove Bank & Trust

  • $739 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
4.08K
+ 142.81%
$890.62 - $1076.86 $3.63M - $4.39M
6.94K $6.56M
VNQ
Vanguard Specialized Funds Van

ETFs
39.7K
+ 81.54%
$85.55 - $94.34 $3.4M - $3.75M
88.5K $7.94M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
161K
+ 1360.04%
$20.2 - $22.24 $3.26M - $3.59M
173K $3.69M
IEMG
Ishares Inc

ETFs
54.3K
+ 19.93%
N/A
327K $17.5M
AON
Aon PLC

Financial Services
5.25K
+ 3140.72%
$348.44 - $409.32 $1.83M - $2.15M
5.41K $2.16M
LLY
Eli Lilly & CO

Healthcare
1.9K
+ 23.6%
$725.72 - $929.72 $1.38M - $1.77M
9.95K $8.22M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
37.1K
+ 31.12%
$42.5 - $46.71 $1.58M - $1.73M
156K $7.08M
IEFA
Ishares Tr

ETFs
9.38K
+ 4.94%
$69.57 - $78.65 $653K - $738K
199K $15.1M
VTI
Vanguard Total Stock Market Et

ETFs
6.19K
+ 135.08%
$271.18 - $303.12 $1.68M - $1.88M
10.8K $2.94M
SBUX
Starbucks Corp

Consumer Cyclical
13.8K
+ 866.35%
$91.75 - $115.81 $1.26M - $1.6M
15.4K $1.51M
VB
Vanguard Small Cap ETF

ETFs
7.46K
+ 35.08%
$217.89 - $252.64 $1.63M - $1.88M
28.7K $6.37M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.29K
+ 36.83%
$442.66 - $534.52 $572K - $691K
4.8K $2.56M
ABT
Abbott Laboratories

Healthcare
1.4K
+ 3.52%
$111.1 - $140.22 $155K - $196K
41K $5.44M
XOM
Exxon Mobil Corp

Energy
2.05K
+ 3.28%
$105.44 - $118.93 $216K - $243K
64.4K $7.66M
VEA
Vanguard Ftse Developed Market

ETFs
14.9K
+ 27.5%
$47.4 - $52.99 $705K - $788K
69K $3.54M
CVX
Chevron Corp

Energy
2.73K
+ 13.86%
$146.71 - $167.97 $400K - $458K
22.4K $3.75M
COP
Conocophillips

Energy
7.72K
+ 59.14%
$88.6 - $105.85 $684K - $817K
20.8K $2.18M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9.45K
+ 6.87%
$77.7 - $78.94 $734K - $746K
147K $11.6M
JPM
Jpmorgan Chase & CO

Financial Services
2.81K
+ 9.89%
$225.19 - $279.95 $632K - $786K
31.2K $7.66M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.1K
+ 4.96%
$74.85 - $84.89 $307K - $348K
86.8K $7.09M
XLE
Energy Sector Spdr

ETFs
7.56K
+ 36.5%
$85.7 - $93.96 $648K - $710K
28.3K $2.61M
ABBV
Abb Vie Inc.

Healthcare
1.9K
+ 14.43%
$169.2 - $216.66 $321K - $411K
15K $3.15M
MA
Mastercard Inc

Financial Services
1.07K
+ 11.44%
$504.67 - $576.31 $542K - $619K
10.5K $5.74M
V
Visa Inc.

Financial Services
426
+ 2.31%
$306.92 - $362.71 $131K - $155K
18.8K $6.6M
ZTS
Zoetis Inc.

Healthcare
4.33K
+ 26.95%
$156.48 - $175.67 $678K - $761K
20.4K $3.36M
VO
Vanguard Mid Cap ETF

ETFs
3.34K
+ 10.38%
$251.87 - $277.95 $841K - $928K
35.5K $9.13M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
10.7K
+ 7.54%
$48.31 - $49.23 $519K - $529K
153K $7.53M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
33.6K
+ 12.12%
$102.49 - $119.96 $3.44M - $4.03M
311K $32.5M
KO
Coca Cola CO

Consumer Defensive
5.64K
+ 49.29%
$60.81 - $72.32 $343K - $408K
17.1K $1.22M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
767
+ 1783.72%
$634.14 - $744.83 $486K - $571K
810 $513K
VBR
Vanguard Small Cap Value ETF

ETFs
3.14K
+ 37.36%
$183.02 - $207.75 $575K - $653K
11.6K $2.15M
IBM
International Business Machines Corp

Technology
1.05K
+ 14.13%
$217.4 - $264.74 $228K - $278K
8.48K $2.11M
EEM
Ishares Msci Emerging Markets

ETFs
7.61K
+ 10.16%
$40.81 - $45.34 $310K - $345K
82.5K $3.6M
VDE
Vanguard Energy ETF

ETFs
2.74K
+ 17.7%
$119.14 - $132.76 $326K - $363K
18.2K $2.34M
GILD
Gilead Sciences, Inc.

Healthcare
3.57K
+ 172.73%
$89.14 - $117.41 $318K - $419K
5.64K $631K
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.8K
+ 11.47%
$120.29 - $134.6 $818K - $916K
66.1K $8.06M
JFR
Nuveen Floating Rate Income Fund

Financial Services
50K
New
$8.41 - $9.05 $421K - $453K
50K $423K
META
Meta Platforms, Inc.

Communication Services
857
+ 16.0%
$576.36 - $736.67 $494K - $631K
6.21K $3.58M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.86K
+ 4.3%
$71.17 - $73.66 $274K - $284K
93.5K $6.85M
PM
Philip Morris International Inc.

Consumer Defensive
428
+ 5.13%
$117.15 - $158.79 $50.1K - $68K
8.77K $1.39M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.67K
+ 16.51%
$156.61 - $168.02 $418K - $449K
18.9K $3M
RTX
Raytheon Technologies Corp

Industrials
1.56K
+ 17.14%
$114.1 - $135.66 $178K - $212K
10.7K $1.42M
MUB
Ishares National Muni Bond ETF

ETFs
3.69K
+ 10.13%
$104.71 - $107.69 $386K - $397K
40.1K $4.23M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.52K
+ 54.95%
$142.8 - $176.36 $217K - $268K
4.29K $739K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
8.73K
+ 4.12%
$36.63 - $37.45 $320K - $327K
220K $8.11M
PG
Procter & Gamble CO

Consumer Defensive
1.65K
+ 10.82%
$158.56 - $176.26 $261K - $290K
16.9K $2.88M
T
At&T Inc.

Communication Services
8.92K
+ 71.72%
$21.56 - $28.28 $192K - $252K
21.4K $603K
DVY
Ishares Tr

ETFs
2.28K
+ 1293.18%
$128.58 - $138.1 $293K - $314K
2.45K $325K
SUB
Ishares Short Term National Mu

ETFs
2.57K
+ 2.4%
$105.3 - $106.24 $270K - $273K
110K $11.6M
Activity Summary
Buys All Purchases 429 New Holdings 84 Increased Positions 345 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
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